BCS Wealth Management’s Walmart Inc WMT Stock Holding History

BCS Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$794K	Buy	7,007 +232	+3%	+$28.8K	0.14%	133
2026 Q1	$842K	Sell	6,775 -7,659	-53%	-$940K	0.17%	114
2025 Q4	$1.61M	Buy	14,434 +7,525	+109%	+$808K	0.16%	112
2025 Q3	$712K	Sell	6,909 -2,174	-24%	-$216K	0.16%	113
2025 Q2	$888K	Buy	9,083 +1,576	+21%	+$150K	0.19%	100
2025 Q1	$659K	Sell	7,507 -1,522	-17%	-$143K	0.17%	115
2024 Q4	$816K	Buy	+9,029	New	+$784K	0.2%	96
2024 Q2	–	Sell	-6,179	Closed	-$372K	–	240
2024 Q1	$372K	Buy	6,179 +644	+12%	+$36.8K	0.12%	168
2023 Q4	$291K	Hold	5,535	–	–	0.11%	171
2023 Q3	$295K	Buy	+5,535	New	+$295K	0.12%	152
2023 Q1	–	Sell	-6,246	Closed	-$295K	–	202
2022 Q4	$295K	Hold	6,246	–	–	0.12%	146
2022 Q3	$270K	Sell	6,246 -222	-3%	-$9.72K	0.13%	144
2022 Q2	$262K	Sell	6,468 -717	-10%	-$33.1K	0.12%	147
2022 Q1	$357K	Buy	7,185 +1,311	+22%	+$61.5K	0.15%	132
2021 Q4	$283K	Buy	5,874 +510	+10%	+$24.3K	0.1%	167
2021 Q3	$249K	Buy	+5,364	New	+$258K	0.11%	151

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCS Wealth Management's WMT Position: Q2 2026 in Review

BCS Wealth Management increased its Walmart Inc (WMT) stake by 3.4% in Q2 2026, buying an estimated $28.8K and bringing the position to 7,007 shares worth $794K. The position accounts for 0.14% of the portfolio, ranked #133.

BCS Wealth Management first reported a position in WMT in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

BCS Wealth Management held 7,007 shares of Walmart Inc worth $794K as of Q2 2026.
BCS Wealth Management bought 232 Walmart Inc shares in Q2 2026, an estimated $28.8K.
Walmart Inc made up 0.14% of BCS Wealth Management's portfolio in Q2 2026, its #133 holding.
BCS Wealth Management first reported a position in Walmart Inc in Q3 2021 and has held it in 16 quarters since.
BCS Wealth Management's Walmart Inc position peaked at $1.61M in Q4 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.